OLVIG
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Oliver Lagore Vanvalin Investment Group’s BlackRock Utilities, Infrastructure & Power Opportunities Trust BUI Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio BUI Stock Details BUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-240
Closed -$4.76K – 781
2023
Q3 		$4.76K Buy
+240
New +$5.24K ﹤0.01% 561

Other funds holding BUI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
NRI
NFP Retirement Inc Aliso Viejo, California $1.67B AUM 13.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's BUI Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) in Q4 2023, closing a stake of 240 shares — an estimated $4.76K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in BUI in Q3 2023 and held it in 1 quarter. The position peaked at $4.76K in Q3 2023. 59 funds tracked by Wall St. Rank hold BUI as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining BlackRock Utilities, Infrastructure & Power Opportunities Trust position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 240 BlackRock Utilities, Infrastructure & Power Opportunities Trust shares in Q4 2023, an estimated $4.76K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust in Q3 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's BlackRock Utilities, Infrastructure & Power Opportunities Trust position peaked at $4.76K in Q3 2023.
  • 59 funds tracked by Wall St. Rank held BlackRock Utilities, Infrastructure & Power Opportunities Trust as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.